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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,425 | $93,598+132.3% | $135,974+59.9% | $75,173+189.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 18.42% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $12,094 | $3,538+241.9% | $4,859+148.9% | $2,671+352.8% |
| Participant deferral / active EE | $8,613 | $6,405+34.5% | $7,760+11.0% | $4,126+108.7% |
| Admin fee / account holder | $4,125 | $6,978-40.9% | $10,767-61.7% | $5,651-27.0% |